See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,270 | $79,428-16.6% | $106,548-37.8% | $79,386-16.5% |
| Participation rate | 70.4% | 74.1%-3.8pp | 76.1%-5.8pp | 70.7%-0.3pp |
| Annual return | 14.51% | 18.27%-3.8pp | 26.80%-12.3pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,352 | $2,234-39.5% | $2,819-52.0% | $2,427-44.3% |
| Participant deferral / active EE | $3,369 | $3,823-11.9% | $4,398-23.4% | $4,046-16.7% |
| Admin fee / account holder | $2 | $523-99.7% | $7,407-100.0% | $626-99.7% |